Redwood Investment Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Sell |
1,499
-18
| -1% | -$5.74K | 0.05% | 244 |
|
|
2025
Q1 | $408K | Sell |
1,517
-4,882
| -76% | -$1.31M | 0.04% | 245 |
|
|
2024
Q4 | $1.9M | Sell |
6,399
-110
| -2% | -$32.6K | 0.19% | 106 |
|
|
2024
Q3 | $1.76M | Sell |
6,509
-484
| -7% | -$131K | 0.16% | 161 |
|
|
2024
Q2 | $1.6M | Sell |
6,993
-530
| -7% | -$121K | 0.14% | 161 |
|
|
2024
Q1 | $1.71M | Sell |
7,523
-229
| -3% | -$52.1K | 0.16% | 147 |
|
|
2023
Q4 | $1.45M | Buy |
+7,752
| New | +$1.45M | 0.13% | 168 |
|
|
2022
Q3 | – | Sell |
-9,395
| Closed | -$1.3M | – | 208 |
|
|
2022
Q2 | $1.3M | Buy |
9,395
+1,764
| +23% | +$244K | 0.22% | 78 |
|
|
2022
Q1 | $1.43M | Sell |
7,631
-991
| -11% | -$185K | 0.21% | 85 |
|
|
2021
Q4 | $1.41M | Buy |
8,622
+7,204
| +508% | +$1.18M | 0.18% | 152 |
|
|
2021
Q3 | $238K | Buy |
+1,418
| New | +$238K | 0.03% | 258 |
|
|
2020
Q3 | – | Sell |
-8,152
| Closed | -$776K | – | 244 |
|
|
2020
Q2 | $776K | Buy |
8,152
+1,324
| +19% | +$126K | 0.22% | 100 |
|
|
2020
Q1 | $585K | Buy |
+6,828
| New | +$585K | 0.37% | 104 |
|
|
2019
Q4 | – | Sell |
-7,087
| Closed | -$838K | – | 231 |
|
|
2019
Q3 | $838K | Buy |
7,087
+1,862
| +36% | +$220K | 0.23% | 153 |
|
|
2019
Q2 | $658K | Buy |
+5,225
| New | +$658K | 0.18% | 125 |
|